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Sutton Wealth Advisors’s Ocean Power Technologies OPTT Stock Holding History

Sutton Wealth Advisors’s Portfolio OPTT Stock Details OPTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$273 Hold
700
– – ﹤0.01% 831
2023
Q2 		$420 Hold
700
– – ﹤0.01% 812
2023
Q1 		$371 Buy
+700
New +$428 ﹤0.01% 773
2021
Q4 		– Sell
-120
Closed -$278 – 1687
2021
Q3 		$278 Buy
+120
New +$251 ﹤0.01% 1289

Other funds holding OPTT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sutton Wealth Advisors's OPTT Position: Q3 2023 in Review

Sutton Wealth Advisors held its Ocean Power Technologies (OPTT) position steady in Q3 2023 at 700 shares worth $273. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Sutton Wealth Advisors first reported a position in OPTT in Q3 2021 and has held it in 4 quarters since. The position peaked at $420 in Q2 2023. 33 funds tracked by Wall St. Rank hold OPTT as of Q3 2023.

  • Sutton Wealth Advisors held 700 shares of Ocean Power Technologies worth $273 as of Q3 2023.
  • Sutton Wealth Advisors left its Ocean Power Technologies share count unchanged in Q3 2023.
  • Ocean Power Technologies made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #831 holding.
  • Sutton Wealth Advisors first reported a position in Ocean Power Technologies in Q3 2021 and has held it in 4 quarters since.
  • Sutton Wealth Advisors's Ocean Power Technologies position peaked at $420 in Q2 2023.
  • 33 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.